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Question

Lock User Profile changes

  • March 17, 2026
  • 4 replies
  • 68 views
D
Sidekick (Customer)
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We have accounts that we want to always keep the same - bookmarks, column order, etc. Is there an easy way to do this, while also being able to undo for a supervisor to make modifications then lock again?

I’ve tried revoking access to the SetClientProfileValue call but it causes constant error pop-ups on everything they do, like using a search for example, because they aren’t authorized to save the previous search value to the user profile. This would work perfectly if we could somehow remove all the unauthorized pop-ups. Not sure if that is possible.

I’ve got to the point, I was thinking about a custom event that basically undoes any changes right after it happens and the supervisor toggle would be to deactivate the custom event while they are making changes. Figured I would reach out to see if anyone has a cleaner way.

4 replies

A
Do Gooder (Customer)
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  • a.hutchings
  • Do Gooder (Customer)
  • March 17, 2026

We also have a lot of workstations that we try to keep a standard on but we don’t micro-manage it to this level. Personally I wouldn’t do any actions that restrict write access to profile directly.

Though assuming you really need a solution I would create one account that serves as the master template and create an overnight automation that exports it’s profile and imports it onto a group of users overnight on a schedule via rest api’s.

 

    Tharshan
    Do Gooder (Partner)
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    • Tharshan
    • March 18, 2026

    We also have a lot of workstations that we try to keep a standard on but we don’t micro-manage it to this level. Personally I wouldn’t do any actions that restrict write access to profile directly.

    Though assuming you really need a solution I would create one account that serves as the master template and create an overnight automation that exports it’s profile and imports it onto a group of users overnight on a schedule via rest api’s.

     

    Hi Andy,

    You implemented the solution? Can you share some insights that how to do that please?

    Regards

    TheofilLepschy
    Hero (Partner)
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    Hi,

    I’d say let users be creative—let them create bookmarks, saved searches, customize column order, and so on. That way, they’ll make better use of the system’s capabilities.

    Why limit them? What’s the benefit of that?

    If you want users to create a ticket just because a bookmark is missing or has the wrong color, then go ahead to limit them :-)

     

    BR

     

      A
      Do Gooder (Customer)
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      • a.hutchings
      • Do Gooder (Customer)
      • March 18, 2026

      I have not implemented such a solution. But if my hand was forced that would be the approach I would use as I am not affecting core functionality. Though like TheofilLepschy has said, I would be questioning the value here.

      We let our users customise as they want, sometimes we reset the profile back on request but this is a rare event for us.

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